Since 1991, TWM has built a solid reputation on careful stewardship and a transparent, fee-only model that eliminates hidden costs and conflicts of interest.


We advise an intentionally-limited number of clients because keeping a low client-to-adviser ratio allows us to offer each client comprehensive service.


TWM's track record for innovative thinking is balanced by our conservative insistence on asking, "what could go wrong?" and creating appropriate margins of safety.


With a macro view of each client's long-range objectives and micro attention to the details of planning, we help clients achieve financial independence.


We have created a model of objective, unbiased decision-making that is the foundation of our investment thinking and client-centric service.

Grounded in experience, driven by innovation, focused on you...

Founded in 1991, Thompson Wealth Management (TWM) is an SEC registered investment adviser (RIA). We serve as trusted advisor to a select number of primarily high net worth clients who look to us for comprehensive advice, planning, and investment management.

TWM's home base in Concord, Massachusetts exemplifies the firm's history as an independent investment fiduciary and a founding member of the fee-only advice revolution. As tireless advocates for clients, our firm's practice is set up so that we can think and act in clients' best interests, providing longsighted, careful, and yet always forward thinking stewardship of clients' financial matters.

The articulation of our values and best practices, shaped by experience and conviction, serves both as compass and map for our team and clients.

New clients by referral only.

About Us



Thinking Aloud Blog

In today’s letter we share some perspectives on inflation, and the re...

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30 Monument Square
Suite 101
Concord, MA 01742
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